Charts in templates

Tips for including charts in your data templates.

Written by Rob Updated yesterday

We don't officially support Excel or Word charts in our data template functionality. Some customers have had success with generating basic charts, however it is a case by case success and not something we can assist with.

To generate charts more consistently, one option is to use our Google Spreadsheets connector to populate a sheet, and then create a separate sheet with charts that run off of the connector-generated sheet.

You can also consider dashboard and reporting tools such as Klipfolio and Zoho Reports. The easiest way to drive these tools is to use a Google Sheet as the data source for the charts.

Finally, if you run Sql Server Reporting Services or other similar organization intelligence tools, you can consider using our sync product. Sync effectively replicates form data into a local SQL database running on your servers. This allows you to create and run reports locally using your tools of choice.

Talk to our customer success team if you'd like to know more about our sync offering.